Clearstead Advisors’s SmartRent SMRT Stock Holding History

Clearstead Advisors’s Portfolio SMRT Stock Details SMRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-115	Closed	-$114	–	3232
2025 Q2	$114	Buy	+115	New	+$103	﹤0.01%	2605

Other funds holding SMRT

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

BDAM

Blue Door Asset Management Stamford, Connecticut $159M AUM 38.2% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

SCGM

Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Clearstead Advisors's SMRT Position: Q3 2025 in Review

Clearstead Advisors sold out of SmartRent (SMRT) in Q3 2025, closing a stake of 115 shares — an estimated $114 sold.

Clearstead Advisors first reported a position in SMRT in Q2 2025 and held it in 1 quarter. The position peaked at $114 in Q2 2025. 109 funds tracked by Wall St. Rank hold SMRT as of Q3 2025.

Clearstead Advisors reported no remaining SmartRent position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 115 SmartRent shares in Q3 2025, an estimated $114.
Clearstead Advisors first reported a position in SmartRent in Q2 2025 and held it in 1 quarter.
Clearstead Advisors's SmartRent position peaked at $114 in Q2 2025.
109 funds tracked by Wall St. Rank held SmartRent as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.